Wealth and Asset Management
Josh Brown's RIA keeps growing at $1 billion a year (on average) — with a radically organic business model –and could supercharge its mass affluent pipeline by using Altruist to power revamped FutureAdvisor (aka Good Advice)
Josh Brown is reforming the back-end for the FutureAdvisor robo he bought from BlackRock two years ago – largely with Altruist – and he's given it a new mission. It's gathering up “hundreds” of prospects his firm was turning down for not being quite rich enough. The founder and CEO…
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